How to display row data for all levels of a hierarchy in a matrix instead of auto-calculated sums

[jt197b]

Hi!

I am trying to create a matrix visual to show individual employee data for various metrics in my company. The matrix should be organized by company hierarchy. For example, I should be able to "drill down" on an employee's name in a certain row, and view the data for that employee's direct reports. I want to be able to do 2 levels of "drilling down": I want to see the data for the direct reports, as well as the direct reports of the direct reports.

For my actual application, I am importing company data from tables in SQL servers with tens of thousands of rows, but for confidentiality purposes I mocked up an example of what I'm trying to accomplish:

This is my "Data" table:

And this is my "Company Hierarchy" table:

In this example, Employee 4 reports to Manager 2 who reports to Director.

Here is my model relationship based on the employee name, again very simple:

And here is my matrix on the frontend. I was able to setup the "drilling down" feature on the matrix, but the values that display for the upper levels of the hierarchy (Manager and Director) are auto-calculated sums instead of being pulled from my data, and therefore not accurate.

    

As you can see, on the row subheader, PowerBI is automatically summing up the lowest level of data on the hierarchy and putting that sum on the subheader. But I want the matrix to actually show the data value at that hierarchy.

For example, for Manager 2, I want the value on the subheader to show "600" according to my data table, not the sum of "700". For the Director, I would like it to show "700" according to my data table, not the sum of the managers' data (1000).

Is there a way to show ALL levels of my hierarchy at once? I don't want auto-calculated sums, but I want to accurately represent the data values at all levels of my company.

Hope that makes sense.

Thanks in advance!

Johnathan 

[Anonymous]

Hi @jt197b ,

I'm trying to implement the same thing, hierarchy levels of financial indicators that are not calculatory levels but visual levels.
Have you tried  @Greg_Deckler solution ? Or have you managed to sort yourself out?

Cheers

Antoine

[jt197b]

Hi Antoine,

I did manage to resolve this. Please refer to the accepted solution on this other post that I had submitted:

Solved: Getting a hierarchy slicer to show all levels of d... - Microsoft Power BI Community

[Greg_Deckler]

@jt197b Check MM3TR&R: Matrix Measure Total Triple Threat Rock & Roll - Microsoft Power BI Community